A new potential fiduciary rule and a court decision involving independent contractors have the industry and consumer advocates watching carefully.

The bill would raise the required age to begin withdrawing money from retirement accounts to 75 from 72.

Ending tax-free wealth transfers through the longstanding step-up in basis loophole is among the proposals.

The role of Switzerland as a place for Russia’s wealthy to stash their money is coming under increased examination.

Under Biden’s plan, the tax would apply to households worth more than $100 million who do not already pay 20% tax on their “full income."

The demand for answers comes six months after a new Texas law bans state agencies from investing in finance firms that have “boycotted energy companies.”

The first rate hike since 2018 was expected, but its effects are still to be seen.

The bank’s Moscow office has approximately 125 employees working across wealth management and the investment bank.

SEC, FINRA and legislators are set to plant significant flags on the quickly evolving asset class’ landscape.

The president is set to sign an executive order Wednesday directing federal financial regulators to address risks associated with digital assets and explore the establishment of a digital currency.

Moscow's invasion of Ukraine is severely denting the fortunes of oligarchs at home and abroad.

The narrative that you can bootstrap your way to wealth is seriously flawed.

Here's what wealthy investors and their advisors need to know.

Lawmakers want annuities in Americans’ retirement plans in reintroduced legislation.

Some of the largest firms and their most stringent critics are wondering what Gary Gensler’s team will do in 2022 with Reg BI.

FINRA Senior Vice President Gerri Walsh talked about the importance of advisors and financial education as she testified before the Senate Special Committee on Aging.

An exceptional year for wealthy Americans, at least in terms of their financial health, just got better.

In the first hearing for the Social Security 2100 Act, Republican members questioned the legislation’s effectiveness and price tag.

Many proposals for tax hikes on the wealthy haven't materialized, leaving investors with trusts, gifts or sales that might now seem hasty — or not.

How can ongoing legislation support a more equitable future and retirement — for all Americans?